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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,675 | $217,427-46.3% | $185,837-37.2% | $167,518-30.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.20% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $17,173 | $5,874+192.3% | $5,168+232.3% | $4,838+254.9% |
| Participant deferral / active EE | $14,276 | $6,357+124.6% | $5,568+156.4% | $6,342+125.1% |
| Admin fee / account holder | $90 | $19,816-99.5% | $16,241-99.4% | $12,312-99.3% |